Previously only available to a select clientele with mandates in excess of $5 million, SIC’s diversified and balanced ETF portfolios are structured to achieve long-term growth and limit risk in the tried-and-true style of a pension plan.
Echelon clients with portfolios of $50,000 or more can now invest in a SIC Global Multi-Asset Portfolio — the very same investment strategy implemented on behalf of SIC’s institutional clients on Echelon’s SMA platform.
Contact your Echelon Advisor to learn more about SIC Global Multi-Asset Portfolios. For investors new to Echelon contact T. Michael Judge, Senior Vice-President, Portfolio Manager by phone at 416-350-3260 or email at email@example.com.
Investors can now benefit from SIC’s proven, institutional, global investment strategy and diversify their portfolio through the Wealthsimple for Advisors platform. Wealthsimple’s online platform offers an exceptional user experience at a low cost with no minimum account sizes. Wealthsimple also provides users the ability to deposit additional funds with ease. To access the SIC Global Multi-Asset Portfolio through Wealthsimple click here. The unique link will take you to the Wealthsimple site to sign up and open an account. Once set-up is complete, you will fund your Wealthsimple account and Wealthsimple will automatically buy the SIC Global Multi-Asset Portfolio for you.
For a step-by-step guide on how to set up your Wealthsimple click here. If you have any questions, please contact the Wealthsimple Relationship Management team by phone at 855-255-9038 or email at firstname.lastname@example.org.